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Liberty Media Series C
FWONK

Overview Fund Activity

431 hedge funds and large institutions have $12.8B invested in Liberty Media Series C in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 150 increasing their positions, 139 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+9
Holders Change %
+2.13%
% of All Funds
6.32%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
56
Increased
150
Reduced
139
Closed
42
Calls
$25M
Puts
$1.42M
Net Calls
+$23.6M
Net Calls Change
+$8.81M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$156M
2
JCAM
Jericho Capital Asset Management
New York
$97M
3
Morgan Stanley
Morgan Stanley
New York
$173M
4
FPP
Findlay Park Partners
United Kingdom
$139M
5
Principal Financial Group
Principal Financial Group
Iowa
$392M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$519M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$386M
3
CIA
Caledonia Investments (Australia)
Australia
$811M
4
Invesco
Invesco
Georgia
$37M
5
ACM
Ashe Capital Management
New Jersey
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGAI
401
Bruce G. Allen Investments
Colorado
$2.4K +$2.4K +38 New
VWA
402
Valued Wealth Advisors
Utah
$2.18K +$2.18K +35 New
NCM
403
Northwest Capital Management
Oregon
$1.77K – – –
SIC
404
SJS Investment Consulting
Ohio
$1.71K +$126 +2 +8%
FG
405
Fairman Group
Pennsylvania
$1.39K +$1.39K +22 New
BBPWM
406
Blue Bell Private Wealth Management
Pennsylvania
$1.26K – – –
CFFP
407
Center for Financial Planning
Michigan
$1.26K – – –
AIM
408
Anchor Investment Management
South Carolina
$1.26K – – –
VWM
409
Venturi Wealth Management
Texas
$1.07K +$1.07K +17 New
MHR
410
Matthew Hamilton Rosenberg
$1.07K – – –
CAL
411
Capital Analysts LLC
Pennsylvania
$1K – – –
AW
412
Avion Wealth
Texas
$1K +$125 +1 +14%
CT
413
Colonial Trust
South Carolina
$796 -$1.29K -21 -62%
JGIA
414
Jackson Grant Investment Advisers
Connecticut
$694 – – –
IRC
415
Investors Research Corp
Georgia
$631 – – –
GRP
416
Global Retirement Partners
California
$631 +$505 +8 +400%
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$505 -$821 -13 -62%
FCA
418
FinTrust Capital Advisors
South Carolina
$442 – – –
IA
419
IFP Advisors
Florida
$379 -$505 -8 -57%
VCM
420
Versant Capital Management
Arizona
$379 – – –
SFA
421
Semmax Financial Advisors
North Carolina
$329 – – –
SA
422
Scarborough Advisors
Maryland
$316 +$316 +5 New
RCM
423
Raleigh Capital Management
North Carolina
$316 +$316 +5 New
BF
424
BOK Financial
Oklahoma
$315 +$126 +2 +67%
TWD
425
True Wealth Design
Ohio
$253 – – –
15 16
17
18 19